STOCK TITAN

Brookdale (NYSE: BKD) EVP gifts shares and withholds stock for taxes

Filing Impact
(Very High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Brookdale Senior Living Inc. executive Chad C. White reported two stock dispositions involving company common shares. On February 27, shares were withheld to cover tax obligations tied to previously granted restricted stock units that vested, with 44,174 shares surrendered at $15.30 per share. On March 2, he made a bona fide gift transfer of 27,300 shares for charitable donation at no price. After these transactions, he continued to hold hundreds of thousands of shares directly.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
White Chad C.

(Last) (First) (Middle)
105 WESTWOOD PLACE, SUITE 400

(Street)
BRENTWOOD TN 37027

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Brookdale Senior Living Inc. [ BKD ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP, General Counsel & Sec'y
3. Date of Earliest Transaction (Month/Day/Year)
02/27/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 02/27/2026 F(1) 44,174 D $15.3 589,860 D
Common Stock 03/02/2026 G(2) 27,300 D $0 562,560 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock units previously granted to the reporting person.
2. For charitable donation.
Remarks:
/s/ Chad C. White 03/03/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transactions did Brookdale (BKD) executive Chad C. White report?

Chad C. White reported two stock dispositions in Brookdale (BKD) common shares: a tax-related share withholding tied to vesting restricted stock units and a separate bona fide gift transfer of shares for charitable donation, both involving directly held common stock.

How many Brookdale (BKD) shares were withheld for Chad C. White’s taxes?

A total of 44,174 Brookdale (BKD) common shares were withheld on February 27 to satisfy tax withholding obligations arising from the vesting of previously granted restricted stock units, at a reported price of $15.30 per share according to the Form 4 disclosure.

How many Brookdale (BKD) shares did Chad C. White donate as a gift?

Chad C. White transferred 27,300 Brookdale (BKD) common shares on March 2 as a bona fide gift. A footnote explains this transaction was for charitable donation, and the shares were reported at a price per share of $0.00 in the filing.

Were Chad C. White’s Brookdale (BKD) transactions open-market sales?

The reported Brookdale (BKD) transactions were not open-market sales. One was share withholding to cover tax obligations on vested restricted stock units, and the other was a bona fide gift transfer designated for charitable donation, both disclosed at non-market terms.

What is Chad C. White’s role at Brookdale (BKD) in this Form 4?

In this Form 4, Chad C. White is identified as an officer of Brookdale (BKD), serving as Executive Vice President, General Counsel and Secretary, and the reported transactions involve his directly owned common stock in the company.

What was Chad C. White’s Brookdale (BKD) share position after these transactions?

After the tax-related share withholding on February 27, Chad C. White directly held 589,860 Brookdale (BKD) shares. Following the March 2 charitable gift of 27,300 shares, his directly held position was reported as 562,560 common shares in the Form 4 data.
Brookdale Sr Living Inc

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3.60B
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Medical Care Facilities
Services-nursing & Personal Care Facilities
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United States
BRENTWOOD